Empire Newsletter

Blockworks Research analyst Boccaccio explains the HyperLiquid controversy and why they need to adjust risk and margin

What Grayscale’s watching going into the second quarter and why crypto had a rough start to the year

Coinbase Asset Management and One River CEO Eric Peters explains why crypto’s not yet focused on fundamentals

The forthcoming stablecoin was praised by BitGo’s Mike Bleshe as an advancement in “institutional-ready digital assets”

Stablecoins haven’t yet gone mainstream, and at least one roadblock can be solved when regulatory clarity is finalized

Pantera’s Jiang thinks that AI is going to become as important to our everyday lives as the internet is today

DAS panelists shared strong venture capital takeaways, from how big a raise should be to the role VCs play in the industry

The SEC’s newest statement on PoW mining adds further clarity, though a commissioner points out its limits

At DAS, VanEck’s Matthew Sigel weighed in on a market that’s “90% flows and 10% fundamentals”

“These guys have created the unlock for the first wave of assets that’s starting with real estate,” VanEck’s Wyatt Lonergan said

Ledger CEO Pascal Gauthier tells Blockworks that institutions have reached out about security in the wake of the Bybit attack

CEO Tanner Taddeo told Blockworks that institutions are looking to utilize stablecoins to make transfers cheaper, faster

Tokenized private equity is the next “greatest” opportunity, BWR analyst Carlos Gonzalez Campo writes

Ethena and Securitize’s Converge will launch within the next three months

Carson Cook and James Roth of Membrane Labs join the Empire podcast to discuss the state of lending and how custodians impact market growth

A popular equity investing strategy, which considers network effects, is paying off for this crypto index

BWR analyst Carlos Gonzalez Campo explains the consequences of SOL inflation and transfers lost to “leaky buckets”

Empire co-host Santiago Santos makes the case that memecoins have actually helped push infra forward…just not in the way you think

A16z Crypto lists seven buckets for tokens and recommendations for how to regulate them, in a filing submitted to the SEC

A Glassnode report found that the accumulation range for bitcoin is ‘weak,’ indicating a decline in demand

CEO Bam Azizi said he’ll only be seeking stablecoin-exclusive funding rounds from now on

A new report from Dragonfly suggests that US users were geoblocked from billions in potential revenue

Strobe will finish deploying its initial $150M by end of year while raising a second fund

The market selloff is heavily tied to the increased correlation between equities and crypto, as crypto-friendly institutions are going more risk-off